Financial Statements/Assets: lsquo;You Can't Get There from Here!' by Mike Manes We've all enjoyed this scene: A local hayseed bec...

WHEN YOUR CUSTOMERS COME CALLING: TELEPHONE RULES FOR EVERYONE IN THE AGENCY by Judi Newman ...

DIRECTING AGENCY SALES EFFORTS by Carol Hammes Follow this four-step process and watch your sales and earnings grow. Sales management doesnt have to be complicated. I...

Focus on attracting customers not making sales.
With effusive CEO testimonials and countless articles and books describing how companies have transformed themselves into tightly focused, totally energized commerce machines, it would seem that change should be easy. But let’s face it: If it were simple, there’d be more of it. Even when the evidence for change is compelling, most companies continue to cling to the known and the familiar.

MEASURING CUSTOMER SATISFACTION by Brenda French We have found that companies must effectively manage the process of customer satisfaction to gain and retain profitable customers. However...

LIFE GUIDE FOR P/C AGENCIES: MODULE I LIFE OPERATION OPTIONS INTRODUCTION When you decide to establish a Life operation in your P/C agency, you have different fi...

MANAGING AGENCY E-MAIL SYSTEMS by Steve Anderson To do business today, you need Internet access and individual E-mail accounts for every person in your agencyThistool needs to b...

BIRTHDAY LETTER Dear (Customer Name), Just a quick note to wish you a very Happy Birthday from the Personal Insurance Department of the (Your Agency Name). More often than not, we seem to be wr...

CULTIVATING YOUR P.R. CAMPAIGN: BEGIN AT THE BEGINNING by Michael Maynard Growing a strong and healthy garden doesnt begin in the spring. The real work takes place in the winter ...

IMAGING TECHNOLOGY: AN IDEA WHOSE TIME HAS COME by Sharon Cunningham How to integrate imaging with your - and your carriers - automation systems. ...